To kick off the summer right, we’re giving away 3 months of the Premium plan as well as professional consulting for free. Premium plan available to an unlimited number of users on one firm. Professional consulting will include help in analyzing your existing business process, suggest optimizations and help you learn about new additional modules …Read more
Category Archives: Product Blog
Sneak Preview: Apptivo Upgrades to Version 5.0 – Are You Ready?
We have been working very hard at Apptivo and are happy to give you a sneak peak at what’s to come in Version 5, also known as V5. If you don’t know already, V5 is a massive group of changes coming to ALL apps to improve efficiency and accessibility. Since we’re slowly rolling V5 to …Read more
Tagged in apptivo improvements, apptivo updates, configuration, news, user interface, V5
Recent Updates to Apptivo & Some Big New Announcements! May 30th Update
Well, we apologize about the lack of updates recently. We’ve been a bit secretive the last few weeks, because we’ve been working on some BIG changes. Over the next week, we’ll be announcing further details and giving previews into new major new initiatives: Xinnect & V5. We can’t tell you too many details quite yet, …Read more
Tagged in apptivo improvements, apptivo updates, configuration, news, user interface, V5, Xinnect
Updates to Timesheets App & Requirements Upgraded to 4.0 – Apr 08, 2013
We are happy to inform you about this weeks Apptivo release, which included an app upgraded to version 4.0, and also many new features, including updated interfaces in the Timesheets App. This release has also added a many new integrations between apps! Now, you can convert an estimate into a project, opportunity into project, case …Read more
Tagged in apptivo improvements, business management systems, news, online business applications
New Mobile CRM App Available on Android Phones & Tablets
We have a special Friday delivery for the Apptivo community… Our new mobile CRM has finally arrived! This app was completed and submitted to both the Apple App Store, and the Google Play Store yesterday (April 4th). For the Android users out there, the app is already available for download right now. Head on over …Read more
Tagged in Android, apptivo updates, crm, iPhone, news
Sneak Preview: Mobile CRM App for iPhone & Android (and Tablets!)
We are very excited to announce our new mobile app, which will deliver the power of Apptivo’s CRM system directly to your mobile phone or tablet! This will be the first mobile application built in our new technology, which will introduce each one of Apptivo’s business applications into a single native app that can be …Read more
Loyalty Management & Surveys Apps in 4.0, Updates to CRM Apps – Mar 25, 2013
We are happy to inform you about this week’s Apptivo release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. Never worry about accidentally deleting data again, as we have now introduced a “deleted” area in the contacts app; here you can find contacts that you’ve recently deleted, and …Read more
Tagged in apptivo improvements, business management systems, news, online business applications
Implementing a Product Sales Process using Apptivo Apps
Glocial Machineries would like to track their company product sales. The process would start from scratch till they get paid from a customer. This is for machinery sale to a customer. Apptivo apps definitely help Glocial machineries to track their product sale. Integration would allow them to move one step to another that is one …Read more
Tagged in estimates, invoices, Leads, Opportunities, Orders
The Difference Between Leads & Opportunities in Your Sales Process
If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms Lead and Opportunity. In this post well break down the differences between these objects, and how to properly configure your apps in Apptivos online crm software. Keep in mind that every business will classify …Read more
Tagged in configuration, crm, integration between apps, sales force automation, sales process
Patents, Receivables, Ledger & Fund Raising App in Version 4.0 – Mar 11, 2013
We are happy to inform this week Apptivos release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. You’ll find an improved interface for some of our global features such as email, notes, and tasks. These upgrades include details like a new draft system for emails, and we’ve provided …Read more
Tagged in apptivo improvements, business management systems, news, online business applications









